Associate Advisor, Commerical Risk - Insurance Advisory Solutions
The Baldwin Group is an award-winning entrepreneur-led insurance brokerage firm specializing in Commercial Insurance and Risk Management. The Associate Advisor will undergo an in-depth training program to gain technical and sales knowledge while working to grow their own book of business and support clients’ needs.
Responsibilities
- Through training you will be responsible for growing your own book of business which will include generating, prospecting, soliciting, and closing new accounts as well as beginning to retain your own clients
- Identify and generate new sales opportunities through analysis and discovery
- Participate in sales meetings to review sales activities and prospective customers with leadership
- Develop a full working knowledge of respective insurance line products and procedures
- Learns to present proposals in a professional manner, reviewing coverages in detail to ensure understanding
- Maintains an understanding and knowledge of insurance industry and underwriting criteria for Insurance Company Partners represented by firm to effectively communicate to all involved
Skills
- Excellent communication and presentation skills
- Strong ability to persuade, motivate and influence others
- Basic knowledge of Microsoft Word and Excel
- Ability to learn appropriate insurance company and firm software systems
- Demonstrates core values, exuding behavior that is aligned with the firm's culture
- Obtain and maintain a Property & Casualty insurance license, as required by the State Department of Insurance to provide risk management consulting or risk transfer solutions as necessary in states where the firm functions (or be willing and able to obtain all required licenses within the first 90 days of employment)
Company Overview